+1,077.0%
TER vs ARMK
+130.7%
+946.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.1% | +8.6% |
| 7D | +5.9% | +2.8% | +3.1% | +5.1% |
| 30D | -30.8% | -1.8% | -29.0% | -29.9% |
| 3M | -29.9% | -10.9% | -19.1% | -26.4% |
| 6M | -27.5% | +21.2% | -48.7% | -32.5% |
| YTD | +37.5% | +47.0% | -9.5% | +19.3% |
| 1Y | +50.3% | +42.9% | +7.4% | +31.6% |
| 3Y | +204.9% | +95.0% | +109.9% | +137.0% |
| 5Y | +89.2% | +106.2% | -17.1% | +43.5% |
| 10Y | +1,077.0% | +131.6% | +945.3% | +812.9% |
| All | +1,077.0% | +130.7% | +946.2% | +812.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARMK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling